FT Vest Rising Dividend AchiRDVIETF
13F holders, Q3 2024 (September 30)192holders +24
28new positions
4sold out
$24.63avg. 13F price*
At the end of Q3 2024, 192 institutions reported holding FT Vest Rising Dividend Achi (RDVI) in their 13F filings, up 24 from Q2 2024. 28 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($131.1M), Envestnet Asset Management Inc. ($43.8M) and Commonwealth Equity Services, LLC ($36.6M).
- Company
- FT Vest Rising Dividend Achi
- Filed as
- FIRST TR EXCHANGE-TRADED FD (Q3 2024)
- CUSIP
- 33738D879
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $17.7M |
| Exits | 4 | $1.4M |
All 13F filers, Q2 2024 → Q3 2024: 5,862,547 shares bought and 993,632 shares sold, net +4,868,915 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 192 holders
| LPL Financial LLC | 0.06% | Add +17.4% | 5,318,951 | $131.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +12.5% | 1,776,128 | $43.8M |
| Commonwealth Equity Services, LLC | 0.06% | Add +17.5% | 1,486,750 | $36.6M |
| Osaic Holdings, Inc. | 0.08% | Add +3.2% | 1,439,841 | $35.5M |
| Stifel Financial Corp. | 0.03% | Add +10.3% | 1,309,275 | $32.3M |
| Truist Financial Corp. | 0.05% | Add +15.6% | 1,283,693 | $31.6M |
| Royal Bank of Canada | 0.01% | Add +9.9% | 1,151,136 | $28.4M |
| Spectrum Wealth Counsel, LLC | 3.07% | Add +22.0% | 1,054,005 | $26.0M |
| Cetera Investment Advisers | 0.06% | Add +17.0% | 1,045,236 | $25.8M |
| Baird Financial Group, Inc. | 0.04% | Add +3.8% | 753,403 | $18.6M |
| Wells Fargo & Company | 0.00% | Add +46111.3% | 731,525 | $18.0M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +38.7% | 675,626 | $16.6M |
| Park National Corp. | 0.57% | Add +9.7% | 660,661 | $16.3M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -4.3% | 551,019 | $13.6M |
| Raymond James & Associates | 0.01% | Add +255.9% | 462,364 | $11.4M |
| Janney Montgomery Scott LLC | 0.03% | Add +9.3% | 415,596 | $10.2M |
| Harbour Investments, Inc. | 0.30% | Add +61.6% | 408,584 | $10.1M |
| Cedrus LLC | 3.68% | Add +7.2% | 403,556 | $9.9M |
| Echo Wealth Management, LLC | 6.89% | Add +5.5% | 398,183 | $9.9M |
| Prospera Financial Services Inc | 0.25% | Reduce -24.2% | 391,427 | $9.6M |
| Second Half Financial Partners, LLC | 5.06% | Reduce -3.3% | 387,223 | $9.5M |
| Luken Investment Analytics, LLC | 4.33% | Add +4516.6% | 382,994 | $9.4M |
| Kestra Advisory Services, LLC | 0.05% | Add +12.3% | 354,070 | $8.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +88.6% | 328,554 | $8.1M |
| Integrated Wealth Concepts LLC | 0.08% | Add +23.6% | 280,104 | $6.9M |
| Midwest Financial Group LLC | 3.91% | Add +2.2% | 270,136 | $6.7M |
| HighTower Advisors, LLC | 0.01% | Add +3.3% | 257,363 | $6.3M |
| Ergawealth Advisors, Inc. | 2.71% | Add +9.0% | 222,040 | $5.5M |
| Pinnacle Associates Ltd. | 0.09% | Reduce -56.6% | 234,493 | $5.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.48% | Add +2.1% | 205,506 | $5.1M |
| Mariner, LLC | 0.01% | Reduce -34.6% | 193,385 | $4.8M |
| Nations Financial Group Inc, /Ia/ | 0.33% | Add +8.3% | 182,701 | $4.5M |
| Kingsview Wealth Management, LLC | 0.09% | Add +60.7% | 177,725 | $4.4M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -12.0% | 176,783 | $4.4M |
| NewEdge Advisors, LLC | 0.03% | Add +28.7% | 156,397 | $3.9M |
| Rehmann Capital Advisory Group | 0.22% | Add +0.9% | 134,470 | $3.3M |
| &partners | 0.06% | New | 124,769 | $3.2M |
| Private Advisor Group, LLC | 0.02% | Add +39.1% | 123,507 | $3.0M |
| Prostatis Group LLC | 0.98% | Add +12.8% | 121,198 | $3.0M |
| G&S Capital LLC | 1.17% | Add +3.2% | 113,044 | $2.8M |
| Milestone Asset Management, LLC | 0.59% | Reduce -12.2% | 106,749 | $2.6M |
| Prosperity Financial Group, Inc. | 1.45% | Add +17.2% | 104,481 | $2.6M |
| Silver Oak Securities, Incorporated | 0.26% | Add +16.9% | 99,787 | $2.5M |
| Truvestments Capital LLC | 0.66% | New | 99,259 | $2.4M |
| Snowden Capital Advisors LLC | 0.07% | Add +130.5% | 94,708 | $2.3M |
| MN Wealth Advisors, LLC | 1.32% | Reduce -4.9% | 94,300 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +374.7% | 91,948 | $2.3M |
| Sigma Planning Corp | 0.07% | Add +1.3% | 91,398 | $2.3M |
| Stephens Inc. | 0.03% | Reduce -0.7% | 89,732 | $2.2M |
| Semus Wealth Partners LLC | 1.54% | Add +14.4% | 89,624 | $2.2M |
| Trueblood Wealth Management, LLC | 1.09% | Add +5.3% | 88,277 | $2.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.29% | Add +276.2% | 88,004 | $2.2M |
| Financial Enhancement Group LLC | 0.39% | New | 97,969 | $2.0M |
| KPP Advisory Services LLC | 0.48% | Add +13.9% | 81,575 | $2.0M |
| D.A. Davidson & Co. | 0.02% | Add +8.2% | 79,700 | $2.0M |
| Atlas Wealth LLC | 1.19% | Add +129.2% | 75,476 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.4% | 73,564 | $1.8M |
| RFG Advisory, LLC | 0.05% | Add +7.0% | 73,208 | $1.8M |
| MML Investors Services, LLC | 0.01% | Add +39.4% | 72,939 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +20.7% | 67,712 | $1.8M |
| Harvest Investment Services, LLC | 0.54% | New | 68,844 | $1.7M |
| Capital Investment Advisory Services, LLC | 0.16% | Add +22.1% | 68,495 | $1.7M |
| Owen LaRue, LLC | 0.89% | Reduce -8.3% | 68,194 | $1.7M |
| Good Life Advisors, LLC | 0.10% | Add +41.0% | 67,581 | $1.7M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -6.1% | 67,458 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +356.5% | 64,290 | $1.6M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +39.8% | 61,221 | $1.5M |
| Wedbush Securities Inc. | 0.06% | Add +0.0% | 60,689 | $1.5M |
| Capital Analysts, LLC | 0.06% | Add +14.1% | 59,935 | $1.5M |
| IFP Advisors, Inc | 0.05% | Add +44.9% | 59,731 | $1.5M |
| Delta Investment Management, LLC | 0.30% | Add +25.5% | 59,013 | $1.5M |
| BlackDiamond Wealth Management, LLC | 0.85% | Reduce -21.9% | 53,870 | $1.4M |
| Cwm, LLC | 0.01% | Add +2.0% | 56,106 | $1.4M |
| Sowell Financial Services LLC | 0.06% | New | 55,985 | $1.4M |
| Sandy Spring Bank | 0.06% | Add +0.8% | 55,533 | $1.4M |
| Sequent Planning LLC | 0.47% | Add +13.0% | 55,349 | $1.4M |
| Arq Wealth Advisors, LLC | 0.51% | Add +7.6% | 54,766 | $1.3M |
| Moloney Securities Asset Management, LLC | 0.18% | Add +46.6% | 54,151 | $1.3M |
| Herold Advisors, Inc. | 0.29% | Add +0.5% | 53,984 | $1.3M |
| Vima LLC | 2.70% | Add +18.8% | 53,466 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -40.1% | 52,341 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Add +8.7% | 50,595 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -5.7% | 50,565 | $1.2M |
| CreativeOne Wealth, LLC | 0.04% | New | 48,173 | $1.2M |
| Stonebridge Financial Planning Group, LLC | 0.57% | Reduce -3.7% | 48,155 | $1.2M |
| Compound Planning, Inc. | 0.07% | Reduce -0.0% | 48,030 | $1.2M |
| Beacon Financial Group | 0.13% | Add +5.1% | 47,784 | $1.2M |
| SteelPeak Wealth, LLC | 0.05% | Reduce -2.7% | 47,454 | $1.2M |
| Secure Asset Management, LLC | 0.19% | Add +3.1% | 46,736 | $1.2M |
| MTM Investment Management, LLC | 0.44% | Add +0.4% | 45,712 | $1.1M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +13.0% | 43,598 | $1.1M |
| Maxwell Wealth Strategies Inc. | 0.45% | Reduce -1.9% | 42,972 | $1.1M |
| GPS Wealth Strategies Group, LLC | 0.14% | Add +0.8% | 42,802 | $1.1M |
| StoneX Group Inc. | 0.08% | Add +123.9% | 41,907 | $1.0M |
| Western Wealth Management, LLC | 0.06% | Add +9.4% | 40,894 | $1.0M |
| Marshall Financial Group, LLC | 0.23% | Add +2.8% | 38,310 | $944K |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +2023.8% | 37,103 | $914K |
| Old Mission Capital LLC | 0.02% | Add +17.1% | 36,944 | $910K |
| Garden State Investment Advisory Services LLC | 0.29% | Add +6.0% | 36,695 | $904K |
| Quad-Cities Investment Group, LLC | 0.45% | Add +26.5% | 36,580 | $901K |
| Global Assets Advisory, LLC | 0.49% | New | 36,450 | $892K |
| Rockefeller Capital Management L.P. | 0.00% | Add +95.2% | 36,037 | $888K |
| J.W. Cole Advisors, Inc. | 0.04% | Add +0.3% | 34,014 | $838K |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +15.9% | 33,179 | $818K |
| TrueWealth Advisors, LLC | 0.26% | Add +9.4% | 31,758 | $783K |
| Insight Advisors, LLC/ PA | 0.14% | Add +17.9% | 31,582 | $778K |
| Arkadios Wealth Advisors | 0.04% | Add +37.2% | 29,157 | $718K |
| Thrivent Financial for Lutherans | 0.00% | Add +27.1% | 27,947 | $689K |
| IHT Wealth Management, LLC | 0.02% | Reduce -0.3% | 27,517 | $678K |
| Avior Wealth Management, LLC | 0.03% | Reduce -3.6% | 27,506 | $678K |
| Key Client Fiduciary Advisors, LLC | 0.30% | Add +0.5% | 27,087 | $667K |
| Atlas Private Wealth Advisors | 0.09% | Add +2.2% | 26,346 | $649K |
| EverSource Wealth Advisors, LLC | 0.04% | Add +80.7% | 25,126 | $619K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -3.6% | 24,408 | $601K |
| Equitable Holdings, Inc. | 0.01% | Add +36.3% | 23,417 | $577K |
| Main Street Financial Solutions, LLC | 0.05% | Reduce -15.6% | 22,684 | $559K |
| Resolute Wealth Strategies, LLC | 0.28% | New | 21,773 | $536K |
| Waverly Advisors, LLC | 0.01% | Reduce -6.4% | 21,262 | $524K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +89.4% | 20,823 | $513K |
| Raab & Moskowitz Asset Management LLC | 0.13% | No change | 20,500 | $505K |
| CoreCap Advisors, LLC | 0.02% | Add +17.8% | 20,477 | $505K |
| Triumph Capital Management | 0.17% | Reduce -1.2% | 19,707 | $486K |
| Tyler-Stone Wealth Management | 0.09% | Add +223.8% | 19,696 | $485K |
| Jane Street Group, LLC | 0.00% | Reduce -90.2% | 19,483 | $480K |
| Mgo One Seven LLC | 0.02% | Reduce -17.2% | 19,240 | $474K |
| Atria Investments, Inc | 0.01% | Add +46.9% | 18,784 | $463K |
| IFG Advisory, LLC | 0.03% | Add +32.4% | 18,298 | $451K |
| TKG Advisors, LLC | 0.22% | Reduce -1.3% | 18,268 | $450K |
| Acorn Wealth Advisors, LLC | 0.19% | Add +8.6% | 17,912 | $441K |
| TCFG Wealth Management, LLC | 0.21% | — | 16,529 | $407K |
| Centaurus Financial, Inc. | 0.03% | New | 16,207 | $399K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.14% | No change | 15,952 | $393K |
| Bison Wealth, LLC | 0.06% | New | 15,400 | $379K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +38.5% | 15,189 | $377K |
| Total Clarity Wealth Management, Inc. | 0.12% | No change | 15,165 | $374K |
| Retirement Planning Group, LLC | 0.02% | Add +3.6% | 15,000 | $370K |
| Moors & Cabot, Inc. | 0.02% | Add +40.7% | 14,883 | $367K |
| Cherry Creek Investment Advisors, Inc. | 0.19% | Reduce -65.9% | 14,872 | $366K |
| Oppenheimer & Co. Inc. | 0.01% | New | 14,850 | $366K |
| AE Wealth Management LLC | 0.00% | Add +1.1% | 14,848 | $366K |
| Boyce & Associates Wealth Consulting, Inc. | 0.37% | New | 14,483 | $357K |
| BlueChip Wealth Advisors LLC | 0.18% | New | 14,198 | $350K |
| PFG Investments, LLC | 0.02% | New | 14,000 | $345K |
| Independent Financial Group, LLC | 0.01% | Add +3.0% | 13,293 | $328K |
| Smith, Moore & Co. | 0.03% | Add +6.9% | 13,282 | $327K |
| DHJJ Financial Advisors, Ltd. | 0.12% | Reduce -5.6% | 12,676 | $312K |
| Next Level Private LLC | 0.13% | Add +15.6% | 12,534 | $309K |
| HBW Advisory Services LLC | 0.04% | Reduce -12.7% | 12,452 | $307K |
| Apollon Wealth Management, LLC | 0.01% | No change | 11,542 | $284K |
| Aurora Private Wealth, Inc. | 0.22% | Add +11.2% | 11,493 | $283K |
| Plotkin Financial Advisors, LLC | 0.17% | Add +3.5% | 11,377 | $280K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -2.1% | 11,350 | $280K |
| Kraft, Davis & Associates, LLC | 0.08% | New | 10,703 | $263K |
| Independent Wealth Network Inc. | 0.12% | New | 10,588 | $261K |
| Sunbelt Securities, Inc. | 0.02% | Add +231.1% | 9,990 | $246K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 9,911 | $244K |
| Mach-1 Financial Group, LLC | 0.15% | New | 9,885 | $244K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 9,765 | $241K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 9,765 | $241K |
| AlphaMark Advisors, LLC | 0.08% | No change | 9,750 | $240K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 9,500 | $234K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 9,406 | $232K |
| Legacy Investment Solutions, LLC | 0.14% | — | 8,802 | $228K |
| Legacy Wealth Managment, LLC | 0.14% | — | 8,802 | $228K |
| Ashton Thomas Securities, LLC | 0.04% | No change | 9,225 | $227K |
| Lanark Financial, Inc. | 0.02% | Add +40.8% | 9,215 | $227K |
| Ignite Planners, LLC | 0.05% | No change | 9,162 | $226K |
| Level Four Advisory Services, LLC | 0.01% | New | 9,089 | $222K |
| Darwin Wealth Management, LLC | 0.06% | New | 8,999 | $222K |
| Morgan Stanley | 0.00% | Add +382150.0% | 7,645 | $188K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | No change | 7,000 | $172K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 7,000 | $172K |
| Rothschild Investment LLC | 0.01% | No change | 6,700 | $165K |
| Arax Advisory Partners | 0.01% | No change | 6,625 | $163K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +38.5% | 5,750 | $142K |
| Principal Securities, Inc. | 0.00% | Add +27.1% | 5,445 | $134K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 4,730 | $117K |
| Comerica Bank | 0.00% | Add +118.4% | 3,695 | $91K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | Add +1.5% | 3,429 | $84K |
| Chilton Capital Management LLC | 0.00% | New | 3,255 | $80K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2,926 | $72K |
| Blue Trust, Inc. | 0.00% | New | 2,235 | $52K |
| Creekmur Asset Management LLC | 0.01% | Add +2.2% | 1,796 | $44K |
| Larson Financial Group LLC | 0.00% | Add +100.3% | 1,783 | $44K |
| Wagner Wealth Management, LLC | 0.01% | Add +0.8% | 1,487 | $37K |
| Financial Gravity Companies, Inc. | 0.01% | — | 1,000 | $25K |
| Private Trust Co. NA | 0.00% | No change | 900 | $22K |
| Kozak & Associates, Inc. | 0.00% | Add +2.2% | 793 | $20K |
| POM Investment Strategies, LLC | 0.01% | Reduce -0.1% | 769 | $19K |
| Pacifica Partners Inc. | 0.01% | New | 700 | $17K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 627 | $16K |
| Founders Financial Alliance, LLC | 0.00% | New | 500 | $12K |
"% of holder's portfolio" is RDVI's weight in each manager's 13F, not the share of FT Vest Rising Dividend Achi the manager owns.